Precedent Wealth Partners, LLC Ishares Ibonds Dec 2025 Term C Transaction History
Precedent Wealth Partners, LLC
- $306 Billion
- Q4 2024
A detailed history of Precedent Wealth Partners, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 116,069 shares of IBDQ stock, worth $2.92 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
116,069
Previous 124,913
7.08%
Holding current value
$2.92 Million
Previous $3.14 Billion
7.26%
% of portfolio
0.95%
Previous 1.03%
Shares
5 transactions
Others Institutions Holding IBDQ
# of Institutions
418Shares Held
93.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.89MShares$173 Million0.01% of portfolio
-
Morgan Stanley New York, NY4.11MShares$103 Million0.01% of portfolio
-
Ubs Group Ag3.18MShares$79.9 Million0.02% of portfolio
-
Hm Payson & CO Portland, ME3.04MShares$76.5 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.36MShares$59.2 Million0.02% of portfolio